CRM and Office Operations
CRM Software Guide
- START HERE: Transition onto HubSpot Training Resource Summary
- OBJECTS: How do I find companies, locations, and contacts?
- PROPERTIES: How do I locate and use the information inside customers, locations, and contacts?
- ASSOCIATIONS: How are companies, locations, and contacts connected to each other?
- LOCATION ASSOCIATION LABELS: What are the options for COMPANY <> LOCATION association labels?
- CONTACT ASSOCIATION LABELS: What are the options for CONTACT association labels and what do they mean?
- DATA HYGIENE: What are the “Data Status” and “Data Hygiene and Actions” boxes I see on companies, locations, and contact pages?
- How do we handle location attachments in SB?